FEATURED NEWS
01.31.25
Dallas, TX – January 31, 2025 – ALM First, a strategic partner for more than 300 financial institutions nationwide offering commission-free, fee-based advice, is celebrating its 30th anniversary. The firm began its operations on February 2, 1995, and ALM First founder, Emily Hollis, continues to serve as its CEO.
“A lot has changed over the years but our core principle of putting our clients’ best interests first remains,” said Emily Hollis, CFA, CEO of ALM First. “Through multiple economic cycles, industry changes, and financial crises, our commitment to providing sound, strategic advice has never wavered. By listening to our clients and focusing on their unique needs, we’ve built lasting partnerships that have stood strong across three decades. We’re deeply grateful for the trust our clients have placed in us and look forward to continuing to serve the industry.”
Initially, the firm began by providing investment advisory services rooted in an asset liability management (ALM) framework in 1995. Ongoing investments in the business, which will continue as ALM First welcomes its next chapter, originating from the evolving needs of its clients, have led to the development of an expanding array of solutions. Today, ALM First Group and its five subsidiaries offer a comprehensive range of services including balance sheet strategy, financial tools, secondary loan market solutions, M&A advisory, enterprise risk management, executive benefits, executive recruitment, and more.
“As we look toward the future, there is a shared sense of energy and excitement surrounding our team’s development of innovative solutions that support our clients’ evolving challenges,” says Hollis. “Our mission to equip institutions with financial expertise and insights that drive enduring success pushes us to continually enhance our capabilities.”
For three decades, ALM First has been an industry leader, supporting strategic initiatives and positively impacting the industry and its clients. The firm has successfully created trusted partnerships while building a proven track record. Through thoughtful balance sheet strategies, advanced analytical systems and superior financial consulting, ALM First has earned a strong reputation with the management teams of credit unions, banks and corporations, along with ALCOs, Boards of Directors, industry auditors and regulators. Learn more at www.almfirst.com.
About ALM First
ALM First was founded in 1995 as a strategic partner for depositories, offering an array of financial advisory services. The firm’s expertise in asset liability management, investment management, balance sheet strategy, secondary market solutions, and specialty financial services, has allowed it to deliver deeper insights into financial institutions’ balance sheets, strengthening their performance and building efficiencies. With approximately $70 billion of investments under management (as of September 30, 2024), ALM First Financial Advisors is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions across the country. In recent years, ALM First Group has expanded to include several wholly-owned subsidiaries including DDJ Myers, an ALM First Company and ALM First Executive Benefits, LLC. Driven by client needs, the firm now offers various services to help financial institutions optimize their greatest assets – their people. “ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); ALM First Analytics, LLC (“ALM First Analytics”) and ALM First Executive Benefits, LLC (“ALM First Executive Benefits”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure.
About Platform Partners LLC
Founded in 2006, Platform Partners LLC is a private investment company based in Houston that makes investments in lower middle-market companies with the intent of growing these businesses into industry leaders through a combination of organic and acquisition growth. Platform invests through a perpetual holding company structure allowing for a long-term, patient approach to partnering with entrepreneurs to build companies. The company manages total assets of approximately $850 million. For more information, please visit platformllc.com.